Tax and Compliance

Filing tax returns, resolving issues and questions from the IRD, lodging paperwork and attending to GST and other periodic tax returns.

We provide you with proactive advice on the most efficient way to structure your business so that you are protecting what you work hard for, and optimise your tax bill.

If you are requested to provide additional information to the IRD, either for a review, or an audit we can assist with this.

Xero and Bookeeping

We can take care of all aspects of your Xero data if needed, or just the parts that absorb time. We are experts in Xero so can often accomplish the task in a very cost effective manner, leaving you more time to spend with your family, and to focus on your business and other interests.

Xero Implementation

We can assist with implementing Xero in your business, or helping you make changes so that it is being used in the most efficient way.

Investment Portfolios

We have considerable experience in dealing with investment portfolios for individuals and Couples, Trusts and other entities.

We can assist with your FIF obligations and determining the best method for you to use, and filing the disclosures required with the IRD.

Company Administration

We provide services to help you manage your company from formation, annual returns, minutes and resolutions, maintenance of statutory records, and share transfers. We also maintain your companies office records.